We’ve been busy. Over the past week, we shipped six feature releases and several bug fixes to the Gravity Forms Dynamics 365 plugin — our biggest sprint of improvements ever. Here’s everything that’s new.
Campaign Association (v1.15)
You can now automatically associate form submissions with a Dynamics 365 Campaign — directly from the feed settings. No more copying campaign GUIDs into hidden fields.- Select from a dropdown populated with your active Campaigns in Dynamics
- Map to a form field for dynamic campaign assignment based on UTM parameters, cookies, or hidden fields
- Campaign is set inline during record creation — no extra API calls
Marketing List Membership (v1.15)
After creating a lead, contact, or account, the plugin can now automatically add that record to one or more Dynamics Marketing Lists.- Toggle on in your feed settings and check the lists you want
- Lists are automatically filtered by member type (Lead, Contact, or Account)
- Multiple lists supported per feed
- Duplicate membership handled gracefully — no errors if the record is already a member
- Marketing list failures never block the primary entity creation
Multi-Feed Coordination (v1.15)
A powerful new feature for organizations using both D365 Sales and D365 Marketing apps. You can now create multiple related entities from a single form submission and link them together. For example:- Feed 1 creates a Contact
- Feed 2 creates a Lead and automatically links it to the Contact from Feed 1 via the
parentcontactidlookup
gfdcrm_feed_result::contact as the value for lookup fields. The plugin resolves this to the Contact GUID created moments earlier. This works for any entity-to-entity relationship, not just Contact → Lead.
Send to Dynamics Bulk Action (v1.14)
If your plugin was temporarily disconnected and form entries came in during that time, you can now resend them all at once. Select multiple entries from the entries list, choose “Send to Dynamics” from the Bulk Actions dropdown, and they’ll all be processed.- Entries that were already sent are automatically skipped
- A summary shows how many were sent, skipped, and failed
- The single-entry “Send to Dynamics” link continues to work as before
Test Connection (v1.13)
The plugin settings page now includes a “Connection Status” section that validates your Dynamics 365 API credentials are actually working — not just that they’re stored.- Test Connection button calls the Dynamics
WhoAmIendpoint and shows the authenticated user name and organization - Connection is also tested automatically when you visit the settings page
- Last test result and timestamp are persisted across page loads
- Supports both user-delegated and app-only (Client Credentials) authentication
EntityImage Support (v1.12)
You can now map a Gravity Forms file upload field to a Dynamics EntityImage field. The plugin automatically downloads the uploaded file, validates it’s an image within the 10MB size limit, base64-encodes it, and sends it inline with the entity record.Automatic Date Format Normalization (v1.11)
Date values from Gravity Forms are now automatically converted to the correct ISO 8601 format before being sent to Dynamics — regardless of how the date field is configured on the form.- Supports all Gravity Forms date formats: MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD, and dash/dot variants
- Date-only fields receive
Y-m-d, datetime fields receiveY-m-d\TH:i:sZ(UTC) - Uses the GF field’s
dateFormatproperty for unambiguous parsing - Falls back to intelligent detection for non-date GF fields mapped to Dynamics date fields
- A
gfdcrm_format_date_valuefilter is available for custom formatting
Dynamics Lookup Field (v1.10)
Any Gravity Forms dropdown, radio, or checkbox field can now be populated with live records from your Dynamics 365 instance.- Field Settings → “Populate from Dynamics” → choose Entity Type and Lookup Attribute
- Records are filtered to active-only, cached, and optionally synced on each form load
- Selected record GUIDs are auto-formatted as the correct OData relationship binding when mapped in a feed
Other Improvements
- Team ownership (v1.9): Entity ownership can now be assigned to Dynamics Teams, not just individual Users
- Date-only field fix (v1.15.1): Fixed an issue where date-only Dynamics fields (Edm.Date) received a datetime value with timezone, causing API errors
- Owner field fixes (v1.9.1–1.9.3): Fixed empty OData bind errors for Owner fields, filtered out auto-generated access team templates, and fixed separator conflicts in the owner dropdown

